Filings through .
Filed September 27, 2024
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Claims processing; Contract Administr... | $82,365 |
CCR WEALTH MANAGEMENT2+ years Filed as: CCR WEALTH MANAGEMENT, INC. Service code 26 1800 WEST PARK DRIVE · WESTBOROUGH, MA 01581 | Advisory (Participants) | $36,884 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,533 |
19 funds of $250K or more; 21 lines in all, holding $20.1M of the plan's $20.7M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $12.6M | 62.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2.0M | 10.0% |
| John Hancock John Hancock (Manulife) · Mutual fund | $1.4M | 6.9% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $790K | 3.9% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $430K | 2.1% |
| Money Market Fund Vanguard Vanguard · Money market | $422K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $400K | 2.0% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $391K | 1.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $359K | 1.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $350K | 1.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.